成都市兴蓉环境股份有限公司简式权益变动报告书 成都市兴蓉环境股份有限公司 上市公司名称 成都市兴蓉环境股份有限公司 股票上市地点 深圳证券交易所 股票简称 兴蓉环境 股票代码 000598 信息披露义务人 长江生态环保集团有限公司 住所/通讯地址： 湖北省武汉市江岸区三阳路 88 号三阳中心 信息披露义务人 三峡资本控股有限责任公司 住所/通讯地址 北京市通州区粮食街 2 号院 5 号楼 22 层 股份变动性质 股份减少 签署日期：2025 年 月 日 成都市兴蓉环境股份有限公司简式权益变动报告书 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国公司法》、《中华人民共和国证券 法》、《上市公司收购管理办法》、《公开发行证券的公司信息披露内容与格式准 则第 15 号—权益变动报告书》及相关的法律、法规和部门规章的有关规定编写本 报告书。 二、信息披露义务人签署本报告书已获得必要的授权和批准。 三、依据《中华人民共和国证券法》、《上市公司收购管理办法》的规定，本 报告书已全面披露了信息披露义务人在成都市兴蓉环境股份有限公司拥有权益的 情况。 四、截至本报告书签署日，除本报告书披露的持股信息外，信息披露义 ...

Summary of Key Points Core Viewpoint - The announcement details a significant change in the shareholding structure of Chengdu Xingrong Environment Co., Ltd., specifically regarding the reduction of shares held by major shareholders, which may impact the company's market perception and future stock performance [1][2]. Group 1: Shareholding Changes - From June 13, 2025, to June 23, 2025, Changjiang Ecological Environmental Group Co., Ltd. reduced its holdings by 12,624,861 shares, representing 0.42% of the total share capital [1]. - Before the reduction, Changjiang Ecological and its concerted party, Three Gorges Capital, held a total of 456,337,297 shares, accounting for 15.29% of the total share capital [1]. - After the reduction, the combined holdings of Changjiang Ecological and Three Gorges Capital decreased to 443,712,436 shares, which is 14.87% of the total share capital [2]. Group 2: Individual Shareholder Details - Changjiang Ecological Environmental Group now holds 78,416,731 shares, which is 2.63% of the total share capital, down from 3.05% [2]. - Three Gorges Capital continues to hold 365,295,705 shares, maintaining its 12.24% stake in the company [2]. Group 3: Future Considerations - The shareholding change will not result in a change of control for the company, as the major shareholders remain the same [2]. - The information disclosure obligors may consider adjusting their shareholdings within the next 12 months based on market conditions and the company's performance [2].

股份变动性质 股份减少 签署日期：2025 年 月 日 成都市兴蓉环境股份有限公司简式权益变动报告书 成都市兴蓉环境股份有限公司 简式权益变动报告书 | 上市公司名称 | 成都市兴蓉环境股份有限公司 | | --- | --- | | 股票上市地点 | 深圳证券交易所 | | 股票简称 | 兴蓉环境 | | 股票代码 | 000598 | | 信息披露义务人 | 长江生态环保集团有限公司 | | 住所/通讯地址： | 湖北省武汉市江岸区三阳路 88 号三阳中心 | | 信息披露义务人 | 三峡资本控股有限责任公司 | | 住所/通讯地址 | 北京市通州区粮食街 号院 号楼 层 2 5 22 | 1 成都市兴蓉环境股份有限公司简式权益变动报告书 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国公司法》、《中华人民共和国证券 法》、《上市公司收购管理办法》、《公开发行证券的公司信息披露内容与格式准 则第 15 号—权益变动报告书》及相关的法律、法规和部门规章的有关规定编写本 报告书。 二、信息披露义务人签署本报告书已获得必要的授权和批准。 三、依据《中华人民共和国证券法》、《上市公司收购管理办法》的规定 ...

关于持股 5%以上股东权益变动触及 1%和 5%整数倍的 提示性公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完 整，没有虚假记载、误导性陈述或重大遗漏。 证券代码：000598 证券简称：兴蓉环境 公告编号：2025-29 成都市兴蓉环境股份有限公司 1 持有公司无限售流通股 78,416,731 股，占公司总股本的 2.63%；三峡 资本持有公司无限售流通股 365,295,705 股，占公司总股本的 12.24%。 二、本次权益变动信息披露义务人的基本情况 （一）长江生态环保集团有限公司 1、注册地址：武汉市江岸区三阳路 88 号三阳中心 2、通讯地址：武汉市江岸区三阳路 88 号三阳中心 一、本次权益变动基本情况 2025 年 6 月 23 日，成都市兴蓉环境股份有限公司（以下简称： 公司）接到股东长江生态环保集团有限公司（以下简称：长江环保集 团）及其一致行动人三峡资本控股有限责任公司（以下简称：三峡资 本）通知： 自 2025 年 6 月 13 日至 2025 年 6 月 23 日期间，长江环保集团通 过二级市场集中交易方式累计减持公司无限售流通股 12,624,861 股， 占公司总 ...

内部编号:2025060080 成都市兴蓉环境股份有限公司 及其发行的 20 兴蓉 01 与 21 兴蓉环境 MTN002 定期跟踪评级报告 项目负责人:林 赞婧 lyj@shxsj.com AK #20257 jinweiwen@shxsj.com /主卡文 项目组成员:金未文 Hol 评级总监:张明海 联系电话:(021)63501349 联系地址:上海市黄浦区汉口路 398 号华盛大厦 14 层 公司网站：www.shxsj.com 上海新世纪资信评估投资服务有限公司 Shanghai Brilliance Credit Rating & Inwestors Service Co., Ltd. 声明 除因本次评级事项使本评级机构与评级对象构成委托关系外,本评级机构、评级人员与评级对象不存在任何影响 评级行为独立、客观、公正的关联关系。 本评级机构与评级人员履行了调查和诚信义务,所出具的评级报告遵循了真实、客观、公正的原则。 本报告的评级结论是本评级机构依据合理的内部信用评级标准和程序做出的独立判断,未因评级对象和其他任 何组织或个人的不当影响改变评级意见。 本次跟踪评级依据评级对象及其相关方提供或已经正 ...

Group 1: Accounts Receivable and Project Development - The company has seen an increase in accounts receivable due to expanded business scale and is actively managing collections [2] - The Chengdu Wanxing Environmental Power Plant (Phase III) is under construction, with a waste processing capacity of 5,100 tons/day, sludge treatment of 800 tons/day, and kitchen waste processing of 800 tons/day, expected to be operational by 2026 [2][3] Group 2: Market Expansion and Pricing Mechanisms - The company aims to be a national comprehensive water and environmental service provider, focusing on expanding its market presence in Chengdu and surrounding areas while exploring niche markets nationwide [3] - The water pricing adjustment mechanism is based on national policies and agreements, requiring government approval after cost audits and hearings [3] - The temporary adjustment of sewage treatment prices can occur due to significant cost changes, with the average sewage treatment service fee in Chengdu's central urban area set at 2.63 CNY/ton for 2024-2026 [3][4] Group 3: Capital Expenditure and Shareholder Returns - Recent capital expenditures have been significant due to multiple water supply and waste projects, but these are expected to decrease as projects become operational within the next 1-2 years [4] - The company is committed to increasing cash dividends for shareholders, with plans to enhance returns once major projects are completed and operational [4]

证券代码：000598 证券简称：兴蓉环境 公告编号：2025-28 成都市兴蓉环境股份有限公司 本公司及董事会全体成员保证信息披露内容的真实、准确、完 整，没有虚假记载、误导性陈述或重大遗漏。 一、股东大会审议通过利润分配方案情况 （一）成都市兴蓉环境股份有限公司（以下简称：本公司或公司）， 度股东大会审议通过，公司以现有总股本2,984,434,721股为基数，向 全 体 股 东 每 10 股 派 送 现 金 股 利 1.87 元 （ 含 税 ） ， 预 计 派 发 现 金 后，剩余未分配利润转入下一年度。 如在实施权益分派的股权登记日前公司总股本发生变动的，公司 拟维持每股分配比例不变，相应调整分配总额。 （四）本次实施分配方案距离股东大会审议通过的时间未超过两 个月。 二、本次实施的利润分配方案 本 公 司 2024 年 度 利 润 分 配 方 案 为 ： 以 公 司 现 有 总 股 本 税）。扣税后，通过深股通持有股份的香港市场投资者、A股合格境 外机构投资者（QFII、RQFII）每10股派现金1.683元；持有股权激励 限售股、无限售流通股的个人股息红利税实行差别化税率征收，先按 每10股派现金 ...

Group 1: Company Overview - The company is a leading comprehensive water and environmental service provider in China, with a complete industry chain including investment, research and development, design, construction, and operation [2]. - Current operational and construction capacities include: - Water supply projects: approximately 4.3 million tons/day - Wastewater treatment projects: over 4.8 million tons/day - Reclaimed water utilization projects: approximately 1.3 million tons/day - Waste incineration power generation: 12,000 tons/day - Leachate treatment: 8,430 tons/day - Sludge disposal: 3,116 tons/day - Kitchen waste disposal: 1,950 tons/day [3]. Group 2: Pricing Mechanisms - Water pricing adjustments are submitted to government price authorities based on national policies and agreements, requiring cost audits and public hearings [5]. - Wastewater treatment service fees are adjusted every 2 to 3 years, with a current tentative average price of 2.63 RMB/ton for the 2024-2026 period in Chengdu [6]. Group 3: Project Developments - The Chengdu Wanxing Environmental Power Plant (Phase III) is under construction, with a waste processing capacity of 5,100 tons/day, sludge processing of 800 tons/day, and kitchen waste processing of 800 tons/day, expected to be operational by 2026 [7]. Group 4: Accounts Receivable Management - As of the end of 2024, accounts receivable amounted to approximately 4 billion RMB, with improvements in collection in some regions [8]. - The company emphasizes accounts receivable management and actively engages in collection efforts, integrating this into performance assessments. Group 5: Market Expansion Strategy - The company focuses on national expansion in the water and environmental service sector, particularly in the Chengdu market, while exploring resource integration and niche markets nationwide [8]. Group 6: Capital Expenditure and Dividends - Significant capital expenditures are expected due to multiple ongoing water supply and waste projects, with a gradual decrease anticipated as projects become operational in the next 1-2 years [8]. - The company is committed to increasing cash dividend ratios as major projects are completed and capacity is released [8].

成都市兴蓉环境股份有限公司 2024 年度利润分配实施公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完 整，没有虚假记载、误导性陈述或重大遗漏。 一、股东大会审议通过利润分配方案情况 （一）成都市兴蓉环境股份有限公司（以下简称：本公司或公司）， 2024年度利润分配方案已获得公司于2025年5月9日召开的2024年年 度股东大会审议通过，公司以现有总股本2,984,434,721股为基数，向 全体股东每10股派送现金股利1.87元（含税），预计派发现金 558,089,292.83元（含税）。本次不进行资本公积转增股本，利润分配 后，剩余未分配利润转入下一年度。 如在实施权益分派的股权登记日前公司总股本发生变动的，公司 拟维持每股分配比例不变，相应调整分配总额。 证券代码：000598 证券简称：兴蓉环境 公告编号：2025-28 （二）自2024年度利润分配方案披露至实施期间，公司股本总额 未发生变化。 （三）本次实施的分配方案与2024年年度股东大会审议通过的分 配方案一致。 （四）本次实施分配方案距离股东大会审议通过的时间未超过两 个月。 二、本次实施的利润分配方案 本公司 2024 年 度 ...

Core Viewpoint - The report from Cinda Securities highlights the increasing demands for environmental quality and low-carbon industrial development during the 14th Five-Year Plan, indicating that energy conservation, environmental protection, and resource recycling are expected to maintain high prosperity levels [1] Group 1: Market Performance - As of June 6, the environmental protection sector rose by 0.46%, underperforming the broader market; the water governance sector increased by 1.38%, while the waste incineration sector declined by 0.31% [2] - The air governance sector saw an increase of 1.01%, while the solid waste sanitation sector dropped by 6.55% [2] Group 2: Industry Dynamics - The Ministry of Ecology and Environment released the "2024 China Ecological Environment Status Bulletin," indicating continuous improvement in national ecological environment quality, with an increase in the proportion of days with good air quality and a decrease in heavy pollution days [2] - A joint implementation plan for ecological protection compensation mechanisms along major rivers was announced, aiming for a stable operation by 2027 and comprehensive coverage by 2035 [2] Group 3: Policy Developments - The National Development and Reform Commission and the National Energy Administration issued a notice promoting the development of green electricity direct connection, which supports the integration of renewable energy production and consumption [3] - This policy is expected to optimize grid allocation and facilitate collaboration between waste incineration power generation and data centers, with several environmental companies actively exploring this new model [3] Group 4: Recommended Companies - Key recommendations include: Huanlan Environment (600323.SH), Xingrong Environment (000598.SZ), and Hongcheng Environment (600461.SH) for their stable profitability and positive cash flow [1] - Companies to watch include: Wangneng Environment (002034.SZ), Junxin Co., Ltd. (301109.SZ), Wuhan Holdings (600168.SH), and others [1]